『Paladin Financial Talk』のカバーアート

Paladin Financial Talk

Paladin Financial Talk

著者： Jeffrey Foley Nikki Foley Eloisa Robison Matthew Bryant and Jeffery Quick
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. 経済学
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  • Episode 334: Withdrawal Strategies: Turning Savings Into Income - with Jack Ekholm

    Episode 334: Withdrawal Strategies: Turning Savings Into Income - with Jack Ekholm
    2026/07/11
    Transitioning from saving money to spending it is one of the most challenging mindset shifts in retirement planning. This episode breaks down the most effective distribution strategies to help you systematically convert your hard-earned nest egg into a reliable, monthly paycheck. Tune in to learn how to minimize your tax burden, avoid costly IRS penalties, and ensure your money lasts as long as you do.
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  • Episode 333: Building Wealth on Purpose: Investment Strategies That Stand the Test of Time - with Jeff Foley

    Episode 333: Building Wealth on Purpose: Investment Strategies That Stand the Test of Time - with Jeff Foley
    2026/07/04
    In this episode, Jeff and I kick off a four-part series on investment and withdrawal strategies by exploring the foundational concepts that drive long-term financial success. While this series is more technical than most, this episode starts with the basic concepts of setting meaningful goals, understanding cash flow, measuring net worth, and creating a plan for accumulating assets all work together to build lasting wealth. A central theme of this episode is why having a clear investment philosophy matters and a written plan helps prevent emotional decision-making and keeps you focused on what matters most. Whether you're just getting started or already thinking about retirement, this conversation will help you build a stronger framework for making confident financial decisions.
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  • Episode 332: The Financial Aid Playbook - with Guest William Nusser

    Episode 332: The Financial Aid Playbook - with Guest William Nusser
    2026/06/27
    In this episode of Paladin Financial Talk, Host and Investment Advisor Representative Nikki Foley sits down with Featured Guest William Nusser—Enrolled Agent and Owner of Simmons & Simmons Public Accountants—to discuss the tax rules, planning opportunities, and long-term financial consequences behind scholarships, grants, work-study programs, and student loans. Together, they break down common misconceptions about financial aid, explain how education tax credits and dependency rules can impact families, and explore why thoughtful planning today can help students avoid starting their financial lives buried in debt.
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